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United Community Bank’s PIMCO Dynamic Income Fund PDI Stock Holding History

United Community Bank’s Portfolio PDI Stock Details PDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,596
Closed -$29.5K – 248
2022
Q4 		$29.5K Buy
+1,596
New +$31.3K 0.03% 189

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

United Community Bank's PDI Position: Q1 2023 in Review

United Community Bank sold out of PIMCO Dynamic Income Fund (PDI) in Q1 2023, closing a stake of 1,596 shares — an estimated $29.5K sold.

United Community Bank first reported a position in PDI in Q4 2022 and held it in 1 quarter. The position peaked at $29.5K in Q4 2022. 240 funds tracked by Wall St. Rank hold PDI as of Q1 2023.

  • United Community Bank reported no remaining PIMCO Dynamic Income Fund position as of Q1 2023 after selling out during the quarter.
  • United Community Bank sold 1,596 PIMCO Dynamic Income Fund shares in Q1 2023, an estimated $29.5K.
  • United Community Bank first reported a position in PIMCO Dynamic Income Fund in Q4 2022 and held it in 1 quarter.
  • United Community Bank's PIMCO Dynamic Income Fund position peaked at $29.5K in Q4 2022.
  • 240 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q1 2023.

Based on United Community Bank's 13F filing for Q1 2023, filed 13 Feb 2024.